Strategic Wealth Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Strategic Wealth Partners’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.8K	Buy	1,118 +1,000	+847%	+$25.1K	﹤0.01%	636
2025 Q4	$2.96K	Sell	118 -204	-63%	-$5.13K	﹤0.01%	1146
2025 Q3	$8.09K	Hold	322	–	–	﹤0.01%	935
2025 Q2	$8.06K	Buy	+322	New	+$7.98K	﹤0.01%	823
2019 Q4	–	Sell	-322	Closed	-$8	–	433
2019 Q3	$8	Sell	322 -18	-5%	-$498	﹤0.01%	596
2019 Q2	$9K	Buy	+340	New	+$9.18K	﹤0.01%	571

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Strategic Wealth Partners's SCHR Position: Q1 2026 in Review

Strategic Wealth Partners increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 847% in Q1 2026, buying an estimated $25.1K and bringing the position to 1,118 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Strategic Wealth Partners first reported a position in SCHR in Q2 2019 and has held it in 6 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Strategic Wealth Partners held 1,118 shares of Schwab Intermediately-Term US Treasury ETF worth $27.8K as of Q1 2026.
Strategic Wealth Partners bought 1,000 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $25.1K.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #636 holding.
Strategic Wealth Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2019 and has held it in 6 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.